August 16, 2019 Using a 401k to Buy a House: Is It A Wise Move? Saving up enough money to buy a house isn’t easy, especially if you only have one income for the household … Read More
August 16, 2019 To Make the Most of Social Media, Just “Listen” Social listening is cheap and easy to use and can help your nonprofit engage with supporters online. So why isn’t … Read More
August 14, 2019 The Tax Implications of Being a Jackpot Winner If you’re fortunate enough to hit a sizable jackpot in the lottery or while gambling, there are tax implications. Here’s … Read More
August 13, 2019 FAQs about CAMs Soon, auditors will share their struggles and concerns with stakeholders by disclosing critical audit matters (CAMs) in their audit reports. … Read More
August 12, 2019 Accountable Plans Save Taxes for Staffers and Their Nonprofit Employers Nobody likes to be taxed after shelling out money for a job-related expense. But that’s what happens when employees receive … Read More
August 8, 2019 Creating a Financial Plan for Small Businesses Financial planning is a mission critical task to launching and maintaining a successful company. It isn’t the sort of requirement … Read More
August 7, 2019 The “Kiddie Tax” Hurts Families More Than Ever If your child or grandchild has unearned income from dividends, interest and capital gains, beware of the “kiddie tax.” Your … Read More
August 6, 2019 Retirement Plan Options for Small Businesses Expanded By DOL The U.S. Department of Labor (DOL) has released a final rule which should make it easier for smaller businesses to … Read More
August 5, 2019 Making Your Nonprofit’s Special Event Profitable If your nonprofit is planning a fundraiser, keep a laser focus on costs. Although you want your special event to … Read More
August 2, 2019 Why Modern Portfolio Theory Is Relevant in Wealth Management It’s true: Modern Portfolio Theory was introduced 70 years ago and has been actively used in investment management ever since. … Read More
July 31, 2019 The “Nanny Tax” Must Be Paid For More Than Just Nannies In 2019, if you pay a household worker cash wages of $2,100, you must withhold and pay Social Security and … Read More
July 29, 2019 Let’s Find A Better Way To Manage Your Receivables Timely collections are key to effective working capital management. If your company is experiencing substantial delays and write-offs, it’s time … Read More
